- the source for market opinions


December 31, 2021 | The Real Antidote to Inflation: Stoking the Fire Without Burning Down the Barn

The Fed has options for countering the record inflation the U.S. is facing that are more productive and less risky than raising interest rates. The Federal Reserve is caught between a rock and a hard place. Inflation grew by 6.8% in November, the fastest in 40 years, a trend the Fed has now acknowledged is not […]

December 31, 2021 | Fertilizer Inflation Contributing to Higher Food Prices

Food prices are expected to rise going into 2022, and one major contributing factor is the rising price of fertilizer. The American Farm Bureau Federation stated that all nutrients had risen dramatically in cost over the last year:  ammonia has increased over 210%; liquid nitrogen has increased over 159%; urea is up 155%; MAP has increased 125%; […]

December 31, 2021 | Sector Themes In Play In The Markets For 2022

As 2021 closes, it’s time to consider how sector themes in the markets are likely to perform in 2022. Years like 2021 saw a solid broad-based performance in many stock market sectors. Relatively simple approaches such as Indexing and Sector Rotation did well. But with macro changes in play and many uncertainties for 2022, we […]

December 31, 2021 | Markets Going Into 2022 on Razors Edge

Cracks starting to show in the bubble of everything

December 31, 2021 | Financial Bubbles, Political Bubbles, China Credit Contraction

Crude Oil, Small Caps, Short Positions

December 31, 2021 | American Manganese CEO Discusses Exciting Year for AMY in 2022

Markets look bullish for 2022. Read Armstrong Economics Article – “Auto Manufacturers Compete to Create EVs“. Read The Economic Times Article – “Korean Battery Companies Enter The Waste Battery Market Due To Raw Materials Price Hike“. Read CleanTechnica Article – “Electric Vehicle Stocks Tumble — Dept. Of Defense To The Rescue!”. See AMY Lithium-ion Recycling Technology […]

December 30, 2021 | Economic Confidence on the Decline

Americans have lost faith in the economy after a year of runaway inflation and incompetent leadership. The Economic Confidence Index (ECI) fell to -33 last week, similar to levels seen during April 2020 when the world economy went on a hiatus. With inflation running at its highest level since 1982, it is no wonder that […]

December 30, 2021 | 2021: An Excellent Year for the Unscrupulous

Fuelled by crypto, SPACs and commission-motivated promoters, there were 1,110 initial public offerings globally in 2021 (3x the average of the past decade).  As shown below, two-thirds of them are ending the year with losses.   It is important to understand that there is no level of personal wealth at which those without scruples will […]

December 30, 2021 | Early 2022 Should Continue A Melt-Up Trend In January/February

A very late Santa Rally appears to have been set up in the US markets as we close in on the end of 2021. The US markets have already started a melt-up trend – which is what I expected to happen prior to the bout of volatility over the past 30+ days. A Very Late Santa […]

December 30, 2021 | Could First 5 Days of January Predict the Entire Year for Stock Markets?

Inflation, Interest Rates, Supply Chain Shortages, Geo-cosmic Events. Special Offer! Receive 50% Off VR Trader Newsletters! Enter Promo Code 2021HALFOFF.

December 30, 2021 | Inflation, Interest Rates, Stock Markets, Bitcoin

Gold, Crude Oil, US Dollar

December 30, 2021 | What To Expect for Oil Prices In New Year

Asia and Europe would love more Canadian LNG

December 29, 2021 | Fed Induced Asset Bubbles Have a History of Bad Endings

Valuable historical context for the Fed’s bubble-blowing antics in this Politico article around former FOMC member and QE dissenter Thomas Hoenig.  See The Fed’s Doomsday Prophet has a Dire Warning about Where We are headed.  Here’s a taste: As a bank examiner, Hoenig realized another very important thing. Easy money policies don’t just drive up the price […]

December 29, 2021 | Brought to You By Pfizer

Big Pharma’s reach is more extensive than most understand. The video above shows some of Pfizer’s many sponsorships, a subtle nod to the billions of dollars the pharmaceutical companies spend every year to convince you to buy their products. The government has made Big Pharma’s job easier than ever by forcing citizens to take vaccines […]

December 29, 2021 | Real Inflation, Could Interest Rates Rise Faster Than Expected?

Supply Chain, Chips, Autos

December 28, 2021 | World Bank: 97 Million People Fell into COVID-Induced Poverty in 2020

The World Bank found that 97 million people worldwide fell into poverty as a direct impact of the 2020 pandemic, and many live on only $2 per day. The World Bank defines COVID-induced poverty as “poverty calculated as the difference in poverty in a world with and without the pandemic.” The World Bank estimates that extreme poverty […]

December 28, 2021 | Another Stunning OCC Report

The new quarterly derivatives report from the Office of the Comptroller of the Currency, part of the US Treasury Department, was released earlier this past week covering Over-The-Counter (OTC) derivatives positions of US banks, for positions held as of September 30. Some background data on this report. Always excluded are derivatives positions held by US […]

December 28, 2021 | Predictive Modeling Suggests 7~10% Rally In SPY/QQQ Before April 2022

Has the Santa Rally arrived late this year? Are traders trying to position for a Q4:2021 earnings blowout before the end of 2021? Let’s take a look at what predictive modeling can help us understand. The recent rotation in the SPY/QQQ has shaken some traders’ confidence in the ability of any potential rally – blowing […]

December 28, 2021 | Bitcoin, China, Battery Metals

Crude Oil, Inflation, GDP Growth

December 28, 2021 | What Two Sectors Could Be The Hottest in 2022?

Real Estate, Energy, Battery Metals

December 27, 2021 | Wage Inflation Might Shock The World In 2022

Paris during the Great Depression was full of unemployed people — and apparently it was awesome. As the story goes, the City of Light circa 1934 offered few good jobs and little upward mobility – which is pretty much the definition of a capital-D Depression — so large parts of the population gave up and, […]

December 27, 2021 | My “Wealth Effect Monitor” & “Wealth Disparity Monitor” for the Fed’s Money-Printer Economy: December Update

My “Wealth Effect Monitor” uses the data that the Fed releases quarterly about the wealth of households. The Fed, after having released the overall data for the third quarter earlier in December, has now released the detailed data by wealth category for the “1%,” the “2% to 9%,” the “next 40%” (the top 10% to […]

December 27, 2021 | Auto Manufacturers Compete to Create EVs

As gas prices soar, the plan to switch to electric vehicles (EVs) seems more appealing to the average consumer which is the secret behind the curtain to make gasoline too expensive to use. The US will now require auto manufacturers to meet a fleetwide average of 55 miles per gallon (mpg) by 2026, which is […]

December 26, 2021 | The Wall of Worry

All bull markets supposedly climb a wall of worry, moving higher and higher regardless of how bad the news and how grave the economic and political uncertainties. Supposedly, the worry warts are sitting on the sidelines waiting to deploy surplus cash as soon as the picture brightens. However, you’d have to be a crazy optimist […]

December 25, 2021 | This Week in Money

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